WebSphere Portal Quick Installation Scenario

 

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Before beginning, review...

  1. Planning
  2. Preparing the operating system
  3. Choosing an installation source
  4. About the installation program

To simplify the installation process, the instructions in this scenario are based on the following assumptions regarding the installation environment:

  • A single-tier installation approach is used.

    The installation that is described in this scenario emphasizes a single-tier installation approach, with all components being installed on a single machine.

  • IBM Cloudscape database is used.

    By default WebSphere Portal uses Cloudscape, a built-in Java database that is well suited to basic portal environments. Cloudscape is installed automatically and requires no additional configuration.

  • A clean machine prior to installation.

    The instructions that are provided in this scenario assume that you are installing WebSphere Portal on a clean machine, having no previous versions of WebSphere Portal or its component products, such as IBM WAS.

  • Hardware and software prerequisites are already installed.

    Ensure that you have met the hardware and software prerequisites on the machine where you are installing WebSphere Portal, specifically for the memory and hard disk requirements and the appropriate level for the operating system.

When installing on Linux, if you install WebSphere Portal into a directory that does not have write permissions, the installation is not affected and proceeds normally. This is because the installation is performed with the root user, which always has full permissions over files.

  1. Disable any running firewalls.

  2. Choose one of the following options to start the installation program.

    • If you have the Setup disc, perform the steps that are appropriate for the operating system:

      • UNIX:

        Insert the Setup disc, and then run the following command from the root directory of the CD: 

        ./install.sh

        When installing with CD-ROM discs, ensure that you do not have an open shell in the CD directory. This can interfere with the installation when the installation program requires you to change discs.

      • Windows:

        Insert the Setup disc into the CD-ROM drive. The installation program automatically starts when you insert the Setup disc. If the autostart function is disabled, run the following command from the root directory of the CD: 

        install.bat

    • Access the downloaded product code

      If you downloaded the product code, perform the steps that are appropriate for the operating system:

      • UNIX:

        Execute from the root directory of the CD: 

        ./install.sh

      • Windows:

        Run the install.bat command from the <install_root> directory.

  3. Select the language for the installation and click OK. The welcome panel is displayed.

    Although the screens here show a Windows 2000 installation, the screens that are displayed for other operating systems have a similar appearance. Be sure to conform to the conventions of the platform when specifying directory locations, file names, and so on.

  4. To view the WebSphere Portal information center, we can click Launch Information Center, and the information center will be opened in a browser. Otherwise, click Next to continue.

  5. Select I accept the terms in the license agreement. Click Next.

    The installation program checks the machine for operating system and software prerequisites.

  6. Select Typical, and click Next.

  7. Enter the directory where you want to install WebSphere Application Server. If the directory that you specify does not exist, it will be created. If you are installing on Windows, do not include periods (.) in the installation path.

    Use a short directory path, such as...

    C:\WebSphere\AppServer

    Click Next.

  8. Specify the following WebSphere Application Server information, and click Next:

    • Enter the cell name.

    • The node within the WebSphere Application Server cell where you want the WebSphere Portal application server to be installed. This value must be unique among other node names in the same cell. Typically, this value is the same as the host.name for the computer.

    • The fully qualified host.name or IP address of the computer that is running WebSphere Application Server.

  9. Enter the user ID and password for the WebSphere Application Server administrator.

    Do not use blanks in either the user ID or the password, and ensure that the password is at least five characters in length. This user ID is used to access WebSphere Application Server with administrator authority after installation. This user ID is only used to log in to WebSphere Application Server and is not related to any user IDs that are used to access the operating system itself. If you intend to use a LDAP directory to manage the users, ensure that the administrator user ID that you specify here conforms to the recommendations that are specified in.

    Click Next.

  10. Indicate whether you want to install support for business process integration, and click Next.

    If you are installing the product with the intention of adding the resulting node to a managed cell or using the node as part of a cluster, we can follow one of two approaches:

    If you install WebSphere Portal, including support for business process integration, on an unmanaged node, you will not be able to add that node to a managed cell or use it as part of a cluster at a later time.

  11. Directory where you want to install WebSphere Portal.

    If the directory that you specify does not exist, it will be created. If you are installing on Windows, do not include periods (.) in the installation path.

    Use a short path, such as...

    C:\WebSphere\PortalServer

    Click Next.

  12. Enter the user ID and password for the WebSphere Portal administrator.

    Do not use blanks in either the user ID or the password, and ensure that the password is at least five characters in length. This user ID is used to access WebSphere Portal with administrator authority after installation. This user ID is only used to log in to WebSphere Portal and is not related to any user IDs that are used to access the operating system itself. If you intend to use a LDAP directory to manage the users, ensure that the administrator user ID that you specify here conforms to the recommendations that are specified in Special characters in user IDs and passwordsSpecial characters in user IDs and passwords.

    Click Next.

  13. Windows only:

    Indicate whether you want to be able to run WebSphere Application Server as a service, and click Next. Installing as a service enables WebSphere Portal to run even when the user who performed the installation is not logged on. Otherwise, the administrator user must remain logged on for WebSphere Portal to run.

    If you choose to install WebSphere Application Server as a service, also specify the user name and password that will be used to install the service. In order to install the service and have it run properly, the user that you specify must be a local user ID with administrator authority and the following policy rights:

    Log on as a service

    ...and...

    Act as part of the operating system

    A domain user ID with administrator privileges is not sufficient for installation.

    If the installation program detects that the user you specify does not have sufficient user rights, the installation program will update the user with the necessary rights and display a message indicating that log out and log back in before continuing with the installation. In most cases this will correct the problem, but if you receive the same message when you run the installation program again, exit the program and restart the machine before trying again.

  14. Verify the components to be installed and click Next.

    The installation program begins installing the selected components. Throughout the installation and configuration process, the installation program displays progress indicators for the different components.

    A full installation including WebSphere Application Server can take some time to complete. Use the progress indicators and the process monitoring facilities of the platform to monitor the overall progress of the installation.

  15. When the installation is finished, the installation program displays a confirmation panel listing the components that have been installed.

    Note the following information before clicking Finish:

    • The port number that is used to access WebSphere Portal is displayed on the confirmation panel. Make a note of the port number for use in verifying the WebSphere Portal URL. This value is also stored in the WpsHostPort property in file...

      portal_server_root/config/wpconfig.properties

    • Windows and Linux only:

      To use the WebSphere Portal First Steps to access WebSphere Portal, ensure that Launch First Steps is selected. From First Steps we can access WebSphere Portal or read the WebSphere Portal documentation. If you are installing on a UNIX system, the Launch First Steps check box is not displayed.

  16. Click Finish.

  17. To verify that WebSphere Portal is running, open the following URL in a browser...

    http://example.com:port/wps/portal

    ...where example.com is the fully qualified host.name of the machine that is running WebSphere Portal and port is the port number that is displayed on the confirmation panel. For example,...

    http://www.ibm.com:10038/wps/portal

  18. WebSphere Portal is up and running.

    At this point you are running with security enabled.

  19. IBM recommends that you install any manual fixes for WebSphere Application Server at this time.

  20. By default WebSphere Portal uses the internal HTTP transport within WebSphere Application Server to handle requests, but if you have an external Web server, such as HTTP Server, we can configure WebSphere Portal to use the Web server.

 

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